Two Paths to Growth: Johnson & Johnson vs AbbVie
Key takeaways
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and AbbVie wasn t one of them.
- Johnson & Johnson (NYSE:JNJ) and AbbVie (NYSE:ABBV) both posted Q1 2026 results that beat revenue expectations and prompted raised full-year guidance.
- JNJ delivered revenue of $24.06 billion (+9.9% YoY) and adjusted EPS of $2.70, a fourth straight beat.
Two Paths to Growth: Johnson & Johnson vs Abb Vie Canva Vandita Jadeja Mon, May 25, 2026 at 6:47 PM GMT+7 4 min read ABBV JNJ NVDA Quick Read Johnson & Johnson (JNJ) reported Q1 2026 revenue of $24.06 billion, beating expectations with 9.9% Yo Y growth driven by TREMFYA surging 68.3% and DARZALEX climbing 22.5% to $3.96 billion, while raising FY26 guidance to a midpoint of $100.8 billion.
Abb Vie (ABBV) posted Q1 revenue of $15 billion (+12.4% Yo Y) with Skyrizi reaching $4.48 billion (+30.9%) and Rinvoq adding $2.12 billion (+23.3%), more than offsetting Humira’s 38.6% decline despite a $744 million IPR&D charge.
JNJ is diversifying through a DePuy Synthes spin-off and $1 billion cell therapy manufacturing investment, while AbbVie is concentrating growth around Skyrizi and Rinvoq immunology drugs and entering obesity treatment with ABBV-295 through a $1.4 billion North Carolina campus investment.